Joint Venture Insurance Agency

Richard Johnson

Direct: (888) 507-8683

Email: rich@jblpremier.com

Confidential

RICHRICH

Residual Income Creates Happiness

Joint Venture Insurance Agency ProgramJoint Venture Insurance Agency Program

Benefits to “Affiliated Agency”

Affiliated Agency Receives Commissions on New Business and on Renewal

Affiliated Agency E&O Insurance Policy Provided By Premier Insurance Services.

Affiliated Agency Gains Equity Through Book Value of Clients

Quoting Via Simple and Fast Call Center/Internet Facility with “Live Chat” Support

Customer Service and Claims Support Provided by Premier Insurance Services After the Policy is Issued

Detailed Monthly Progress Reports

Commissions Paid Monthly

Professional Agent Experts to Cross Sell Other Insurance Lines on Your Behalf

Guaranteed, Competitive Rates

Huge Portfolio of Competitive, Name Brand Insurance Companies to Choose From

Many Discounts Available For Homeowners, Auto, Life & Health

Policy Placement in 10 Minutes

Superior Claims Service

Excellent, Ongoing Customer Service

Many Companies Member of Fortune 500

24/7 Live Claims Support For Most Carriers

Management Team With Over 27 Years Experience

Joint Venture Insurance Agency ProgramJoint Venture Insurance Agency Program

Benefits to Clients

250 Transactions

30% Home / 10% Auto Capture Rate

$650 Home / $1750 Auto Premium

80% Renewal Rate

7 Year Residual

$250,000

R.I.C.H. Pro FormaR.I.C.H. Pro Forma

CA RequirementsCA Requirements

Pre Licensing Fire and Casualty (Agent only)

Pass the State of CA Exam

Agent Application and Fee

Business Entity Formation (Agency)

Agency Application and Fee (Agency only)

Agency Startup Checklist (Phase 1)Agency Startup Checklist (Phase 1)

Select person to become licensed agent

Schedule Insurance test prep course or state required courses

Schedule the Property and Casualty Insurance Exam and have fingerprint/background check

Setup Business Entity – Sub S Corporation

Agency Startup Checklist (Phase 2)Agency Startup Checklist (Phase 2)

Submit Individual and Business Entity Applications with required supporting documents and fees to your state’s department of insurance

Setup phone number, fax number, and email address for new agent

Develop a JPEG logo for your new insurance agency (Optional)

Review letter campaign material (Optional)

Agency Startup Checklist (Phase 3)Agency Startup Checklist (Phase 3)

Sign & Submit: Producer Agreement & W-9

Appointment Information Sheet & Agent and Agency Licenses

Agent and Agency Appointment by Premier Insurance Services

Agent training and Agency Rollout

Start Making Money & Residual Income!

Wrap UpWrap Up

* Interested in the Next Steps …

* Allow 15-20 Minutes …

* Contact Richard Johnson …888-507-8683

* Schedule In-Person Presentation (Allow 2 weeks) …

RICH – Residual Income Creates Happiness